Onboarding & Client Experience Specialist

Citi; New York (NY); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi in New York seeks a seasoned professional in Private Client Coverage to optimize onboarding, KYC, and account opening processes in collaboration with sales teams. This role emphasizes client experience and cross-functional coordination.

You will partner with internal teams to ensure timely documentation, risk mitigation, and strong service levels while guiding colleagues in governance and risk controls.

Qualifications

• 5–8 years of relevant wealth management or financial services experience.
• FINRA SIE, Series 7, and Series 66 (or Series 63 & 65) certifications, or must be obtained within 150 days.
• Excellent verbal and written communication skills.

Responsibilities

• Applies specialized onboarding knowledge to monitor, assess, analyze, and evaluate processes and data; identifies policy gaps and data inconsistencies.
• Partners with sales teams and liaises with internal partners (KYC, Account Opening and product partners) to fulfill client requests with strong service.
• Ensures all documentation is current, accurate, and complete, fulfilling requests promptly.
• Supports clients navigating KYC/onboarding and account opening processes while evaluating moderately complex issues with potential impact.
• Demonstrates subject matter expertise and guides decisions through advice and facilitation, influencing team performance.
• Assesses and escalates risk in business decisions, ensuring compliance with laws, rules, and regulations.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Deadline management

Verbal and written communication

Education

Bachelor's degree or equivalent experience

Job description

Citi in New York seeks a seasoned professional in Private Client Coverage to optimize onboarding, KYC, and account opening processes in collaboration with sales teams. This role emphasizes client experience and cross-functional coordination.

You will partner with internal teams to ensure timely documentation, risk mitigation, and strong service levels while guiding colleagues in governance and risk controls.